Make sure the legacy you’ve worked hard to build will transfer smoothly to the next generation. Scribner Cohen tailors solutions to your specific situation and goals.
Plan for tomorrow
- Structure tax-efficient estate and gift plans
- Incorporate charitable giving plans that carry out your wishes while reducing your tax obligation
- Administer trusts to assist you in retaining appropriate control as your wealth transfers to the next generation
Prepare tax returns
- Estate and generation-skipping transfer tax returns
- Gift tax returns
- Fiduciary income tax returns
- Decedent's final income tax returns
Assist fiduciaries and attorneys
- Guide clients through the intricate web of post-death decisions, elections and alternatives
- Review estate plans, wills and trust documents to determine applicable tax consequences
- Plan for post-mortem disclaimers and distributions to maximize wealth transfers while minimizing taxes
- Prepare detailed, accurate inventories and accountings for estates, trusts and guardianships
For more information on these services, contact us.
414.271.1700
414.271.9925